# Lewis Management Corp. 401(k) Plan
Source: https://planprovider.pro/companies/lewis-management-corp-401k-plan

> Lewis Management Corp.'s 401(k) plan: 668 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lewis Management Corp.

- **Sponsor EIN:** 472958500

- **Sponsor Address:** 1156 N. MOUNTAIN AVENUE, UPLAND, CA, 91785

- **Plan Type:** 401(k)

- **Total Participants:** 668

- **Total Assets:** $72.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|668|$72.0M|$1.9M|$4.0M|

| 2023|582|$59.1M|$1.8M|$3.9M|

| 2022|560|$49.9M|$1.7M|$3.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STRATEGIC ADVISORS, INC.|ADVISOR|$17,195|—|$17,195|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$7,088|—|$7,088|

| CLIFTONLARSONALLEN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,283

- **Estimated Expense Ratio:** 0.034% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$24,283|$17,195|—|—|—|

| 2023|$26,296|$18,883|—|—|—|

| 2022|$23,125|$17,519|—|—|—|

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